PLANADVISER 360 2026

The 2026 event is at the Ritz-Carlton Orlando Grande Lakes in Orlando, Florida.

The organizer identifies retirement plan advisers, industry leaders, and advisers across retirement, wealth and insurance as attendees.

It is most useful for retirement plan advisers at independent and mid-sized advisory firms, since the speakers come from firms such as Wealthspire, OneDigital, Hub International MidAtlantic and Strategic Retirement Partners, giving peer-level practice perspective rather than vendor pitches. Sponsors like ADP, Newport and Principal mean recordkeepers and providers will be present to meet advisers, but plan sponsors or junior staff seeking basic training would get less from an event built for practicing advisers.

Attendees at retirement and wealth advisory conferences usually wear business casual, with jackets common and suits for speakers, and resort settings like the Ritz-Carlton Orlando Grande Lakes tend to soften it slightly. Orlando in November is warm, so lighter fabrics are comfortable, with a layer for cold conference rooms.